Capasso Planning Partners LLC Ishares Tr Global Energy ETF Transaction History

Capasso Planning Partners LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$34.69 - $42.32 $74,548 - $90,945	-2,149 Reduced 27.82%	5,576 $219,000
Q1 2025 Apr 23, 2025	SELL	$38.48 - $42.16 $133,679 - $146,463	-3,474 Reduced 31.02%	7,725 $324,000
Q4 2024 Feb 07, 2025	SELL	$36.95 - $43.06 $476,174 - $554,914	-12,887 Reduced 53.5%	11,199 $427,000
Q3 2024 Dec 02, 2024	SELL	$38.94 - $42.35 $318,334 - $346,211	-8,175 Reduced 25.34%	24,086 $975,000
Q2 2024 Dec 02, 2024	BUY	$39.86 - $44.76 $1.29 Million - $1.44 Million	32,261 New	32,261 $1.34 Million

346

28.3M

18.4K

100

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